One Wealth Advisors’s Exponent EXPO Stock Holding History

One Wealth Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-903	Closed	-$89.5K	–	334
2022 Q4	$89.5K	Buy	+903	New	+$87.7K	0.02%	309
2019 Q2	–	Sell	-2,783	Closed	-$161K	–	233
2019 Q1	$161K	Buy	+2,783	New	+$150K	0.13%	138
2018 Q4	–	Sell	-3,672	Closed	-$197K	–	226
2018 Q3	$197K	Sell	3,672 -294	-7%	-$15.1K	0.15%	124
2018 Q2	$192K	Hold	3,966	–	–	0.15%	132
2018 Q1	$156K	Sell	3,966 -14	-0.4%	-$529	0.14%	143
2017 Q4	$141K	Buy	+3,980	New	+$146K	0.11%	159

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

One Wealth Advisors's EXPO Position: Q1 2023 in Review

One Wealth Advisors sold out of Exponent (EXPO) in Q1 2023, closing a stake of 903 shares — an estimated $89.5K sold.

One Wealth Advisors first reported a position in EXPO in Q4 2017 and held it in 6 quarters. The position peaked at $197K in Q3 2018. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

One Wealth Advisors reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 903 Exponent shares in Q1 2023, an estimated $89.5K.
One Wealth Advisors first reported a position in Exponent in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Exponent position peaked at $197K in Q3 2018.
361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.